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Michael Anthony Vidal

Vidal, Michael Anthony DBA Select Investment Services

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About Michael Anthony Vidal

Michael Anthony Vidal, a Certified Financial Planner® professional, has over 15 years of experience in the financial services industry. Michael Anthony Vidal currently operates Vidal, Michael Anthony DBA Select Investment Services in Santa Barbara, CA. Before starting his own firm, Michael Anthony Vidal held positions at Capital Synergy Partners, Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Michael Anthony Vidal offers financial planning, portfolio management for individuals, selection of other advisors, and CFO services to individual clients.

Firm Information

Michael Vidal is currently registered with Vidal, Michael Anthony DBA Select Investment Services. Select Investment Services is a registered investment advisor with approximately $450,000 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and CFO services. They have 8 clients, all of whom are individuals.

$450,000

Assets Under Management

8

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cfo services

Cfo services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Vidal’s Registration & Firm History

CA

09/25/2024 - Present

Vidal, Michael Anthony DBA Select Investment Services (SANTA BARBARA CA)

CA

01/31/2014 - 12/31/2022

CAPITAL SYNERGY PARTNERS (SANTA BARBARA CA)

CA

01/03/2011 - 10/19/2012

WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)

CA

11/28/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)

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Licenses & Designations

BOTH

Issued 12/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Anthony Vidal.
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